The Dashboard is the first page you’ll see after creating an account or logging in. It’s your home base for viewing, searching, and managing reports.

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🚀 Getting Started

When you first create your account, your dashboard will be empty.

As you begin creating reports in Convogo, they’ll automatically appear here.

Each report is displayed as a report card showing its title, company name, and internal ID (if applicable).

Click on any report card to open and start editing your report.

🔍 Searching and Sorting Reports

Use the search bar at the top of the page to find reports by name.

You can also sort reports by:

• Last Edited – most recently modified reports appear first
• Newest – newest reports first
• Oldest – oldest reports first

You can view:

• My Reports – reports you’ve created
• Shared with Me – reports others in your organization have shared with you

🤝 Sharing and Managing Reports